Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,782,530
+2.5%
50,763
+6.3%
0.42%
-0.2%
Q2 2023$10,521,148
+1.4%
47,763
-6.0%
0.42%
-6.0%
Q1 2023$10,371,501
+12.1%
50,816
+5.0%
0.45%
+3.2%
Q4 2022$9,251,783
-1.1%
48,391
-7.2%
0.44%
-11.0%
Q3 2022$9,356,000
-2.4%
52,130
+2.6%
0.49%
-2.6%
Q2 2022$9,588,000
-20.6%
50,833
-4.2%
0.50%
-16.4%
Q1 2022$12,083,000
-3.8%
53,073
+2.0%
0.60%
-4.0%
Q4 2021$12,558,000
+25.8%
52,011
+15.7%
0.63%
+10.2%
Q3 2021$9,986,000
+6.0%
44,970
+6.4%
0.57%
-0.2%
Q2 2021$9,417,000
+52.6%
42,262
+41.5%
0.57%
+15.4%
Q1 2021$6,171,000
-7.2%
29,858
-12.6%
0.49%
-2.6%
Q4 2020$6,652,000
-1.4%
34,178
-13.7%
0.51%
-12.0%
Q3 2020$6,746,000
+9.3%
39,613
+0.5%
0.58%0.0%
Q2 2020$6,173,000
+21.7%
39,434
+0.3%
0.58%
+4.0%
Q1 2020$5,071,000
-21.1%
39,334
+0.1%
0.55%
-21.6%
Q4 2019$6,430,000
+16.4%
39,299
+7.4%
0.71%
+5.7%
Q3 2019$5,526,000
-5.4%
36,593
-6.0%
0.67%
-12.1%
Q2 2019$5,844,000
+1.8%
38,939
-1.8%
0.76%
-8.9%
Q1 2019$5,739,000
+7.9%
39,661
-4.9%
0.84%
-7.6%
Q4 2018$5,321,000
-12.5%
41,688
+2.6%
0.90%
-16.1%
Q3 2018$6,080,000
+12.2%
40,625
+5.3%
1.08%
+6.2%
Q2 2018$5,420,000
+3.1%
38,597
-0.3%
1.02%
-2.2%
Q1 2018$5,255,000
-2.4%
38,719
-1.3%
1.04%
-10.1%
Q4 2017$5,383,000
+10.1%
39,218
+3.9%
1.15%
+2.3%
Q3 2017$4,890,000
+2.8%
37,756
-1.2%
1.13%
-2.5%
Q2 2017$4,755,000
+1.0%
38,205
-1.5%
1.16%
-1.4%
Q1 2017$4,708,000
+10.3%
38,805
+4.8%
1.17%
+11.9%
Q4 2016$4,270,000
+2.1%
37,029
-1.4%
1.05%
-4.0%
Q3 2016$4,182,000
+5.9%
37,561
+1.9%
1.09%
+5.3%
Q2 2016$3,950,000
-4.4%
36,860
-6.4%
1.04%
+3.8%
Q1 2016$4,130,000
+0.1%
39,399
-0.4%
1.00%
-0.5%
Q4 2015$4,127,000
+8.3%
39,568
+2.6%
1.00%
+11.7%
Q3 2015$3,809,000
-12.0%
38,584
-4.6%
0.90%
-10.6%
Q2 2015$4,328,000
-1.1%
40,439
-0.9%
1.01%
-4.2%
Q1 2015$4,377,000
-3.3%
40,811
-4.4%
1.05%
-5.0%
Q4 2014$4,526,000
-0.3%
42,702
-4.8%
1.10%
+0.6%
Q3 2014$4,541,000
-3.3%
44,851
-2.8%
1.10%
-5.7%
Q2 2014$4,694,000
+4.5%
46,121
+0.1%
1.16%
-1.6%
Q1 2014$4,492,000
+0.9%
46,086
-0.7%
1.18%
-6.0%
Q4 2013$4,452,000
+5.7%
46,410
-3.4%
1.26%
-4.4%
Q3 2013$4,212,000
+4.5%
48,054
-1.5%
1.32%
-2.0%
Q2 2013$4,032,00048,7741.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders